CTWM
Cherry Tree Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Buy |
823
+5
| +0.6% | +$643 | 0.02% | 210 |
|
|
2025
Q1 | $94.8K | Hold |
818
| – | – | 0.02% | 214 |
|
|
2024
Q4 | $96.1K | Hold |
818
| – | – | 0.02% | 212 |
|
|
2024
Q3 | $97.9K | Sell |
818
-172
| -17% | -$20.6K | 0.02% | 215 |
|
|
2024
Q2 | $112K | Hold |
990
| – | – | 0.03% | 193 |
|
|
2024
Q1 | $109K | Hold |
990
| – | – | 0.03% | 197 |
|
|
2023
Q4 | $102K | Hold |
990
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $92.2K | Hold |
990
| – | – | 0.03% | 191 |
|
|
2023
Q2 | $96K | Buy |
+990
| New | +$96K | 0.03% | 194 |
|